Ideas for SalesPad Desktop

Automate Emailing Quick Reports

I think it would be helpful to have a way to automate the generation of a built "Quick Report" that then emails to a directory list.  For example, I built a quick report that lists any orders that are currently on "backorder" in our system, which needs to be generated every night and emailed for review in the morning, so being able to automate that task would be great

  • Guest
  • Dec 9 2016
  • Attach files
  • Nancy Sparks commented
    April 26, 2017 23:24

    I agree.  I am looking at making a quick report into an SSRS report so that I create a subscription to email it.

    Would like to be able to do this from inside SalesPad instead.

  • Bruce Barber commented
    November 07, 2019 16:13

    I agree with several comments above and below- would be nice to have an automation feature in QR to run and email out based on a schedule, vs recreating the QR in SSRS or having staff have to pull it all the time-